Schwab Strategic Tr cmn shares owned by Strategic Financial
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.4M | 63k | 70.10 |
| 2023-09-30 | $4.0M | 62k | 64.46 |
| 2023-06-30 | $4.1M | 61k | 67.09 |
| 2023-03-31 | $3.9M | 60k | 65.58 |
| 2022-12-31 | $3.9M | 59k | 66.02 |
| 2022-09-30 | $3.4M | 59k | 58.50 |
| 2022-06-30 | $3.7M | 59k | 62.42 |
| 2022-03-31 | $4.2M | 59k | 71.39 |
| 2021-12-31 | $4.3M | 59k | 73.22 |
| 2021-09-30 | $3.7M | 55k | 67.48 |
| 2021-06-30 | $3.5M | 52k | 68.37 |
| 2021-03-31 | $3.3M | 51k | 65.29 |
| 2020-12-31 | $2.9M | 49k | 59.54 |
| 2020-09-30 | $2.3M | 44k | 52.18 |
| 2020-06-30 | $1.7M | 34k | 50.11 |
| 2020-03-31 | $1.1M | 25k | 44.29 |
| 2019-12-31 | $1.2M | 19k | 60.14 |
| 2019-09-30 | $796k | 14k | 56.72 |
| 2019-06-30 | $294k | 5.2k | 56.10 |